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Supply Chain & Logistics News January 13th-16th 2025

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Supply Chain & Logistics News January 13th 16th 2025

As the final days of the Biden Administration draw to a close, a new Trump era is set to begin. After more than a month of speculation and debate, the world watches with anticipation to see what lies ahead. A new chapter in global trade is expected, as the incoming administration has promised sweeping changes and vowed to uphold the commitments made on the campaign trail.

Meanwhile, supply chain and logistics news continue to unfold. This past week, FourKites announced its new Intelligent Control Tower solution, featuring real-time data, digital twin capabilities, and an AI-powered digital workforce. Additionally, some Dunkin’ locations are facing doughnut shortages due to supplier disruptions. Polestar has warned of delayed profitability, while the ongoing bird flu outbreak continues to impact the U.S. egg supply chain. Finally, ABB has made an undisclosed acquisition of Lumin, a U.S.-based residential energy management system.

Now Let’s Get Into The Top Supply Chain & Logistics News for the Week!

FourKites Announces Intelligent Control Tower with Real-Time Data, Digital Twins and AI-Powered Digital Workforce

FourKites has announced the launch of its Intelligent Control Tower, a groundbreaking advancement in supply chain technology. This new platform integrates real-time supply chain data, continuously updated digital twins and a digital workforce of AI agents to enhance supply chain collaboration and execution. Unlike traditional control towers, FourKites’ Intelligent Control Tower provides real-time insights, assesses risks, makes prescriptive recommendations, and autonomously manages complex supply chain workflows. This innovation aims to transform the industry by moving from data observation to automated action, offering eight specialized packages to streamline various supply chain processes.

Its three powerful assets offer:

A comprehensive network for real-time supply chain data, which tracks over 3.2 million shipments daily, reaches 200+ countries and territories across road, rail, ocean, and air, and includes over 1.1 million carriers and 98% of the ocean’s traffic.
Continuous updating digital twins that bring visibility into real-world operations, spanning shipments, orders, inventory, and assets to curate content.
A digital workforce, consisting of a system of AI agents, that engages in autonomous action on routine tasks and decisions. Including track and trace, supplier management, appointment scheduling, order management, and more.

Dunkin’ Doughnuts but Without the Doughnuts’, the Current Reality for 4% of Locations in the US

Dunkin’ locations in Nebraska, New Mexico, and some other states are experiencing a temporary doughnut shortage due to a manufacturing error from a single supplier. This issue has left shelves empty, with some stores only offering limited selections like “Munchkins.” The shortage, affecting about 4% of Dunkin’s U.S. stores, is expected to be resolved soon as the company works on restocking. Despite the doughnut drought, Dunkin’ continues to serve its popular coffee and other beverages. Dunkin’ is one of the world’s largest coffee and doughnut brands, with more than 13,200 locations. The company, which was founded in Massachusetts in 1950, was purchased for $11.3 billion in 2020 by Atlanta private equity firm Inspire Brands, which also owns Arby’s and Buffalo Wild Wings.

Polestar Warns of Delayed Profitability as EV Demand Falters and Competition Intensifies

Polestar, the Swedish electric vehicle maker, announced delays in its profitability and market expansion plans due to weakening EV demand and increased competition. The company now expects positive free cash flow by 2027, later than previously forecasted. Despite securing over $800 million in new funding, Polestar’s shares have dropped significantly since going public, since going public in 2022 its stock has dropped dramatically which currently sits under $1. The company is also considering a reverse stock split to address its stock price issues. Looking ahead, the company has plans to streamline its operations by shifting some manufacturing out of China to avoid tariffs. Focus on building a singular vehicle which is the Polestar 7 to streamline capital investments.

The Bird Flu is Impacting the US Supply Chain Causing a Massive Shortage of Eggs

Over 20 million egg-laying chickens in the U.S. died last quarter due to the bird flu, reported by the U.S. Department of Agriculture. This is the largest death of chickens since the outbreak of this disease began. Over 73 million egg layers have been affected by HPAI as of August 2024 which has sent egg prices soaring rising by almost 39%. Health officials are monitoring the virus’s impact on humans, the CDC has confirmed 66 cases since 2024, including one death in Louisiana last month. These disruptions have highlighted the vulnerabilities in the food production systems. The greatest risks to humans at this time are mainly for agricultural workers especially in the poultry industry but also for workers who are exposed to dairy cows.

ABB Purchases Energy Management Platform Lumin, Growing North American Residential Presence

The Zurich-based Electrification and automation company ABB has acquired Lumin, a key provider of residential energy management systems in the United States. The financial terms were not disclosed, but the deal expands ABB’s U.S. residential offerings at a critical time. Approximately 48 million existing homes in the country need electrification upgrades, which is expected to rise significantly when you include new constructions. “By acquiring Lumin, we gain not only an advanced product portfolio but also access to key partnerships within residential-renewable-focused organizations — an essential move in driving future innovations for smart homes and communities across the region,” Mike Mustapha, president of ABB Electrification’s Smart Buildings Division, said in a statement. In December, Lumin revealed a new all-in-one home energy management and electrification system designed to dynamically manage loads. After two decades of near-stagnant demand for electricity, the U.S. is now in need of additional generation due to the electrification of buildings and transportation as well as data centers.

Song of the week:

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Supply Chain Planning Is Collapsing Into Execution and That Changes the Software Stack

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Executive thesis. The traditional separation between planning and execution is becoming structurally obsolete. Competitive advantage is shifting from producing a better periodic plan to shortening the cycle from operating signal to decision to executable response.

Periodic planning is giving way to continuous decision cycles

The legacy model assumed that supply chain planning was organized around periodic cycles: assemble the data, produce a forecast, optimize a plan, publish it, and then let execution teams absorb the consequences. That model is difficult to sustain when demand, inventory, transportation capacity, labor, supplier performance, and customer commitments can change faster than the formal planning cadence. The material shift is not that planning disappears. It is that planning becomes a continuously refreshed decision process that sits much closer to execution.

Execution constraints now define whether a plan is credible

A plan is only as credible as its understanding of the constraints that determine whether it can be executed. Available inventory, dock capacity, carrier acceptance, labor, production status, supplier reliability, and warehouse throughput can no longer be treated as downstream details. As those signals move upstream, planning systems need tighter connections to systems of execution and a more explicit model of what is feasible now—not what is mathematically desirable.

The architecture is reorganizing around decisions, not application silos

This changes the technology architecture. Traditional planning platforms, control towers, visibility systems, decision-intelligence layers, and execution applications overlap around the same questions: what changed, what is the business impact, what alternatives exist, and which action should be taken? The answer is unlikely to be one monolithic application. It is more likely to be an architecture in which planning models, event data, enterprise context, decision logic, and execution services interact with far less latency than they did in the classic plan-then-execute model.

Decision latency is becoming a first-order performance metric

The implication for supply chain leaders is that planning quality cannot be judged only by forecast accuracy or optimization quality. Decision latency matters as well. A technically superior plan that arrives after the operating window has closed has limited value. Enterprises should therefore examine how quickly their architecture can detect a material deviation, recalculate the relevant alternatives, expose tradeoffs, obtain the required approval, and propagate the decision into execution.

Buyer criteria must move from module coverage to decision performance

The evaluation question is no longer whether a planning product has the right modules. Buyers need to test how the system behaves when the operating environment departs from the plan. As a result, using real constraints, real data dependencies, realistic exception scenarios, and the systems that will ultimately execute the response. The strongest planning architecture will not eliminate judgment. It will make judgment faster, better informed, and easier to convert into controlled action.

For organizations reevaluating planning technology, the practical starting point is to define the decisions the planning environment must support, the constraints that make those decisions executable, and the evidence required to trust the result. The Logistics Viewpoints Supply Chain Planning Software: Buyer’s Guide provides a structured framework for that evaluation, including planning scope, architecture, scenario analysis, integration, and buyer proof points.

Executive implication

Leaders should evaluate planning technology as part of a continuous decision system, with execution constraints, decision latency, and closed-loop response treated as core design criteria.

Go deeper: provides the durable buyer, architecture, and implementation reference for this topic. Planning, Execution & Visibility connects this analysis to the broader Logistics Viewpoints research architecture.

Related Logistics Viewpoints research

2026 Supply Chain Planning Market Map
2026 Supply Chain Decision Intelligence Market Map

Go Deeper

Read the full Supply Chain Planning Software: Buyer’s Guide.

Explore the broader Planning, Execution & Visibility domain for related Logistics Viewpoints research and analysis.

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Why WMS Architecture Now Matters as Much as Feature Breadth

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Warehouse management systems are being pushed into a continuously changing execution environment, making architecture as important as feature breadth. The pressure is not simply to add more automation or AI, but to keep the operating plan aligned with physical reality as that reality changes.

Labor scarcity, tighter customer cutoffs, omnichannel fulfillment, higher sku complexity, automation investment, faster order cycles, and the need to coordinate people and machines in real time are shortening the useful life of any plan. A decision that was correct an hour ago can become wrong when a carrier rejects, a dock closes, an order changes, a piece of automation fails, or a priority customer needs a different response. That architectural emphasis follows naturally from The Warehouse Is Becoming a Cyber-Physical System, where software design directly shapes the behavior of labor, automation, inventory, and physical flow.

The relevant operating events include a late inbound trailer, a constrained dock, a wave that threatens a carrier cutoff, an automation cell that goes down, or an urgent order that must be reprioritized without destabilizing the rest of the facility. These are not unusual edge cases; they are the normal variability of modern logistics. The market is therefore rewarding platforms that can absorb change without forcing every exception into a manual coordination loop.

Architecture is becoming a product differentiator

The operating architecture is ERP and OMS upstream; WMS at the inventory-and-work core; WES/WCS, robotics, conveyors, sortation, labor systems, YMS, parcel, and TMS around the execution edge. This means provider differentiation increasingly depends on event latency, API and network connectivity, data-model quality, workflow controls, and the ability to preserve a coherent operating state across boundaries.

Feature parity can hide large architectural differences. One platform may expose an event after the fact; another may use that event to re-evaluate priorities, prepare a response, and push a governed action into the next system. Both can claim visibility or AI. Only one has compressed the operating loop.

AI matters when it changes the decision cycle

The next layer of value is not AI as a separate product. It is intelligence embedded into the decisions the category already owns. WMS is moving from a transactional warehouse application toward a real-time execution and orchestration layer that coordinates inventory, labor, automation, and downstream transportation constraints The strongest use cases combine reliable execution data, explicit constraints, explainable recommendations, and controlled action rather than treating a model output as the endpoint.

A serious evaluation should test operational fit, configurability without excessive customization, automation integration, real-time work orchestration, data and API architecture, scalability, implementation model, upgradeability, and measurable warehouse outcomes. Buyers should also measure inventory accuracy, order cycle time, throughput, labor productivity, dock-to-stock time, order accuracy, exception volume, automation utilization, and recovery time after disruption. Those measures reveal whether the new capability is actually improving flow, responsiveness, cost, and service or simply creating more software activity.

The market shift is therefore structural. Technology boundaries are blurring because the work itself is becoming more connected. Providers that understand the operating loop will increasingly look different from products built around a static transaction model.

Architecture shows up in warehouse operating metrics

Architecture can sound abstract until it is translated into the measures a distribution center already cares about. Event latency affects how quickly supervisors react to a blocked zone. Integration quality affects whether automation receives the right work at the right time. Data integrity affects inventory accuracy and pick completion. Decision orchestration affects dwell, cutoff performance, backlog, and the amount of work managers have to manually resequence.

For that reason, buyers should connect architecture questions to measurable outcomes. Ask providers to demonstrate what happens when an inbound trailer is late, a work area becomes constrained, an automation cell stops, or an urgent customer order enters after work has been released. The stronger platform is the one that preserves a coherent operating state and adapts without requiring a chain of manual reconciliation.

Related Logistics Viewpoints research

2026 Warehouse Management Systems Market Map
The New Architecture of Logistics
Systems Engineering in Logistics
The Digital Backbone of the Warehouse: Trends Shaping the 2026 WMS Market
Previous in this series: What Is a WMS in 2026? The Warehouse Management System Is Becoming Something More

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The 2026 Market Map is designed to help organizations understand the structure of the WMS market, evaluate provider differences, and identify the capabilities most relevant to their operating environment. If your organization is evaluating WMS platforms or preparing a shortlist, I would be glad to provide the Market Map brochure and discuss the evaluation questions and provider differences most relevant to your requirements.

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Shipsy Connects Transportation Orchestration With Exception Response

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Transportation management is expanding beyond planning loads and tendering freight. Modern platforms are increasingly expected to coordinate carriers, track execution, optimize routes, manage exceptions, communicate with stakeholders, and use live operating data to adjust decisions while freight is moving.

Shipsy is positioned around that broader logistics-orchestration model. Its cloud platform spans transportation management, carrier allocation, freight procurement, shipment tracking, route optimization, first-mile through last-mile workflows, and analytics. The company also emphasizes AI-enabled capabilities intended to automate planning and execution decisions across increasingly complex logistics networks.

The connection to exception management is significant. Transportation generates a constant stream of deviations: capacity changes, missed pickups, route delays, delivery risks, documentation problems, and customer-service exceptions. A platform that already coordinates transportation workflows has the opportunity to detect those events, assess their impact, and automate an appropriate response inside the same operating environment.

The buyer question is how well those capabilities scale across real-world complexity. Organizations should evaluate optimization quality, carrier and system connectivity, geographic depth, data latency, workflow configurability, and governance for automated actions. The most useful AI in transportation will be the AI that reliably improves execution, not simply the AI that adds another interface.

Shipsy is included in the Logistics Viewpoints Transportation Management Systems MarketMap and Autonomous Exception Management MarketMap. The combination reflects the increasingly close relationship between transportation management and the systems responsible for identifying and resolving operational exceptions.

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